Artemis US Absolute Return & US Extended Alpha Funds

a well-managed set of funds which may operate well in an environment where investors want to have exposure to the US but are worried about what will happen when interest rates rise

Threadneedle had developed an excellent reputation as US Fund Managers however, the whole team left and set up again at Artemis. It is now twelve months since the US Absolute Return and Extended Alpha Strategies where launched.

Both have delivered on target in the twelve months since launch. Their approach is slightly different in that they both adopt a Long / Short investment strategy that involves buying equities they expect to increase in value and selling short equities that are expected to decrease in value.

The Absolute Return Strategy aims to deliver a positive return over a three-year period and both strategies aim to provide downside protection. These funds may act as blend with other strategies and in this update we were looking for a brief update from the manager.

Artemis US Extended Alpha Fund : Fund Facts Morningstar

Artemis US Absolute Return Fund : Fund Facts Morningstar

Notes

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